As a waste of time
Harry Eyres offered that view in his FT column last weekend, “My shallow affair with Twitter”. Excerpt:
Tweets are the perfect mode of (pseudo) communication for the age of narcissism.
[...]
The fundamental thing about tweets is they are nearly always about “me”; in fact, many might as well read, “Me! Me! [...]
Portfolio Armor update
I met with the finance Ph.D. who devised Portfolio Armor’s algorithm yesterday to discuss some potential expansions of the algorithm. More to come on that. If you have any feature requests, feel free to mention them in the comments.
June was another record month for paid downloads of the Portfolio Armor iOS app, [...]
Seeking Alpha published this article of mine yesterday which recaps recent events with Alloy Steel International and offers a forward-looking speculation or two.
With weak economic data and renewed risks from the Euro zone, the Chicago Board Options Exchange Market Volatility Index (VIX) ticked up again Thursday to 22.73, its highest level since March. The table below shows the costs, as of Thursday’s close, of hedging 18 [...]
Portfolio Armor update
The finance academic who developed Portfolio Armor’s algorithm successfully defended his doctoral thesis and now has his Ph.D. He and I plan to meet later this month to discuss adding the capability to Portfolio Armor to hedge short positions with calls (should be doable) and potentially adding collar capability (will require some preliminary [...]
- Seeking Alpha published my write-up of Bruce Berkowitz’s presentation in New York last night: “Bruce Berkowitz: ‘Beat the Pack by Breaking From It‘”. By sheer coincidence (I had no idea ahead of time what he looked like), I ended up sitting next to Berkowitz’s lieutenant Charlie Fernandez, who was nice enough to answer a [...]
I’m always amazed how few businesses seem to be listening to what customers are saying about them on Twitter, so I was pleasantly surprised to see a prompt response by one last night.
My inamorata and I stopped by our local Red Mango for frozen yogurt Monday night. After the two girls working there took [...]